Budgets are due in CalPlan and the budget templates are due on Friday, August 20
Budgets due in CalPlan
Your completed FY22 operating budget is due in CalPlan on Friday, August 20 by 7 pm.
The CalPlanning planning tools (CalPlan, HCP) will close after the deadline so that the Financial Planning & Analysis team can review the budget submissions. The CalPlanning reporting tools (CalRptg, HCPRptg, Smart View) will remain available, with the FY22 Operating Budget Planner Submission available for reporting.
The narrative template has been added to the divisional folders. In each division's folder, they are located in the Budget Narrative folder within the FY2021-22 Budget Process folder. The template is called “FY22 Budget Process Narrative”.
By Friday, August 20, please complete the revised narrative template in your division folder and email email@example.com to indicate it is complete.
The budget template has been added to the divisional folders. In each division's folder, they are located in the Budget template folder within the FY2021-22 Budget Process folder. The template is called “FY22 Budget template”.
The budget template contains three sections to complete: Budget Planning template, Expense Reductions, and Use of Reserves. The first tab outlines the instructions and the three different sections to complete are listed at the bottom of the Excel file in the different tabs. For ease, we also added a Central Commitments tab outlining the FY2021-22 to FY2023-24 Campus Support Commitments (non General Allocation) to see what has been seeded in future years.
Complete the budget template (all three sections) and email the Financial Planning & Analysis at firstname.lastname@example.org to indicate it is complete.
I. Completing the "Budget Template" sheet
Log into SmartView with CalRptg.
Go to the sheet with the name "Data Pull for Budget Template" (Green colored sheet)
Change the Entity in the POV to your division.
Please do NOT make any other changes to this sheet.
Refresh SmartView data for the selected entity.
Go back to sheet "Budget Template" and work on the budget numbers for FY23 and FY24. Cells highlighted in light blue are the ones you need to edit.
The FY21 Forecast and FY22 Budget data are pulled from CalRptg (Version: Planner Submission for Forecast and Working for Operating Budget. Fund: Current funds Excluding C&G). Divisions will need to update the FY22 Operating Budget in CalPlan first, wait for the system to reflect the changes into CalRptg. Remember to refresh the SmartView data in sheet "Data Pull for Budget Template" when you want to see any changes in the FY22 Operating Budget in the template.
FY23 and FY24 revisions need to be made in columns H and I (in the light blue cells).
Do not change data in the Campus Support and Annual Cost Recovery Assessment lines.
Notes: provide brief notes for $ variances over +/- $500K or percentage variances over +/- 5% in the notes section on the budget template.
II. Completing the "Expense Reductions" sheet
Itemize your planned expense reductions for FY22. Reductions should be broken down between compensation and non-compensation reductions.
III. Completing the "Use of Reserves" sheet
Itemize your planned use of reserves for FY22, FY23, and FY24 for strategic initiatives (e.g. capital projects, revenue generating activities, etc.) only.